PHC Hub User Guide (v. March 2018)

Add or Edit a Project

A project contains project information, linked projects, contacts, and actions. The actual division of activities into projects depends on how the efforts are organized.

You can add contacts, link projects, and log actions directly from the project details page (Projects > Project Details).

Add a New Project

To add a new project, click the Projects > New Project menu link. On the Project page that opens, enter information about the project and click Save. The available fields are as follows:

Field	Description
Project Name	Enter a unique, descriptive project name. You may want to include the identity of the provider.
Client	Select the client type from the drop-down list.
Provider Name	Enter the provider name.
Vendor Name	Enter the vendor name.
System Name	Enter the system name.
Description	Enter any additional project information.
Phase	Select the project's current phase from the drop-down list.

After adding the new project, you may want to:

Add contacts to the project (see Add Contacts to a Project)
Log project actions (see Manage Project Actions)
Link projects (see Link Projects)

Edit a Project

To edit an existing project, click the Projects > Select Project menu link. On the All Projects page that opens, locate the project in the list and click it to view the details. Click Edit to edit the project details (and then click Save to save the changes). Click Remove to delete the project. You can also link projects, add contacts, and log actions from this page.